Use Rovo to analyze financial data in a focus area

Rovo can help you explore and understand the financial data on the Funds tab of your focus areas. Using artificial intelligence, Rovo analyzes your costs, benefits, forecasts, actuals, budgets, and baselines to surface insights, identify trends, and explain what's driving variance.

What data you can ask Rovo about

Rovo can answer questions across several categories of financial analysis:

• Totals and aggregation: Sum costs or benefits across items, time periods, or an entire focus area hierarchy.

• Variance analysis: Compare your current forecast or actuals against your baseline to understand what changed and why.

• Trends: Identify whether costs or benefits are increasing, decreasing, or flat over a given time range.

• Breakdowns: Split financial data by cost type, sub-type, expenditure class (CapEx/OpEx), investment category, or benefit type.

• Budget checks: Review budget amounts for a focus area across fiscal years.

• Comparisons: Rank or compare items, find the highest or lowest values, or compare two focus areas.

• Linked work: Understand how the status and timelines of linked work items relate to cost or benefit drivers.

Analyze financial data in a focus area

1. Navigate to a focus area and open its Funds tab.

2. Select the Rovo icon from the toolbar.

3. Type /analyze-funds followed by your question. For example: /analyze-funds What are the total costs for Q2?

4. Press Enter.

5. Once finished, you can review the response or follow up with an additional prompt.

You can also analyze funds from other pages using the same process, making sure to include a link to your desired focus area in the prompt.

Example prompts

• "What are the total forecasted costs for this focus area in Q3 FY26?"

• "How does the current forecast compare to the baseline for benefits?"

• "Break down costs by expenditure class for the current fiscal year."

• "Which cost items have the highest variance from baseline this quarter?"

Things to keep in mind

• By default, Rovo analyzes the financial data in the focus area you're viewing, including data that rolls up from child focus areas. You can also ask about a different focus area by naming it in your prompt.

• Rovo retrieves the underlying values from your data and rounds final answers to the nearest whole number.

• If your question is ambiguous (for example, it could apply to costs or benefits), Rovo will ask you to clarify before answering.

• Monetary values display in the currency configured for your site.

• Rovo must be enabled for your site. Responses are based on Focus data and do not pull from external systems. By default, Rovo uses the focus area you're viewing, but you can ask about any focus area by name.

For more on how Rovo works, its limitations, and our commitment to privacy, visit the Atlassian Trust Center.